Lindsey Cook Doss is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial before joining Raymond James in 2016. Outside of her advisory role, she serves as Chapter Co-President and Board Member for the Ellevate Network, a professional organization focused on advancing women in business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a variety of portfolio management options.

Jennifer Scott is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Alpharetta, Georgia. She began her career at Merrill Lynch in 1995 and serves high net worth individuals and families, successful business owners, and corporate executives. Her practice focuses on wealth management planning, including portfolio management, retirement, tax minimization, wealth transfer, and legacy planning strategies. Jennifer holds a Bachelor's Degree from San Diego State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CHARTERED FINANCIAL CONSULTANT (ChFC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She particularly enjoys providing advice and guidance to clients transitioning into retirement. Residing in Alpharetta with her husband of over 30 years, Jennifer spends her spare time entertaining, traveling, and being with her three sons and two dogs.

Vittorio Valentine is a financial advisor at Morgan Stanley in Alpharetta, GA, holding the Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Atrium Staffing and Capstone Financial, among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process utilizing firm-approved tools and models.

Anthony Pastore is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. He has worked at Fisher Investments since 2018 and previously spent seven years at Impact Partnership. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management and various advisory services. The firm uses a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Peter Wilder is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Wilder is involved in coaching other financial practice owners through eXtraordinary Coaching, LLC and serves on the Board of Directors for the Marietta Firefighter Support Fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Matthew Mc Kamey is a financial advisor with Raymond James & Associates in Canton, GA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior experience includes 13 years at Charles Schwab and Charles Schwab Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide advisor network.

Cherie Beasley is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following prior roles at Citigroup Global Markets and Morgan Stanley DW Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by structured processes and advanced modeling tools.

Robert Guerry is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and totaling 37 years of industry experience. His career includes roles at Merrill from 1992 to 2008 and Citigroup Global Markets Inc from 2008 to 2009 before joining Morgan Stanley Smith Barney in 2009. Since 2015, he has also been associated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools.

Alisa Eichinger is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides financial planning services through structured discovery processes and a broad spectrum of investment offerings.

Michael Mattix is a Series 66 licensed financial advisor with UBS Financial Services in Marietta, GA. He has 24 years of industry experience and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions through its platform.

Umaru Sow is a financial advisor at Morgan Stanley in Alpharetta, GA, with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC. Outside of his advisory role, he is a partner in an LLC aiming to establish a daycare facility. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, combining financial planning with sophisticated modeling tools, and manages approximately $2.74 trillion in client assets.

Johnathan Moulton is a financial advisor with Cetera, holding Series 66 and Series 65 licenses and eight years of industry experience. He has worked with multiple Cetera entities since 2017 and previously with New England Strategic Analytics. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Kirk Stewart is a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on helping clients preserve and grow their assets by adapting strategies to evolving market conditions and life stages. He employs a disciplined approach grounded in Modern Portfolio Theory, utilizing customized timelines, tactical asset allocation, and tax-aware investing to support wealth accumulation, retirement planning, and estate needs. Kirk serves a diverse clientele, including closely held businesses, nonprofit organizations, corporate employees with concentrated stock positions, retirees, and affluent individuals and families. Kirk began his career as a Financial Advisor at Morgan Stanley Smith Barney before joining Merrill Lynch Wealth Management in 2010. He leverages Merrill’s open architecture platform and extensive research resources to assist clients in achieving their financial objectives through personalized strategies. His professional designations include Personal Investment Advisor (PIA) and Retirement Manager Advisor (RMA). A graduate of the J. Mack Robinson College of Business at Georgia State University, Kirk holds a bachelor's degree in business administration with a major in finance. He is active in his community through involvement with the Cystic Fibrosis Foundation. Outside of work, Kirk enjoys playing golf, fishing, skiing, and spending time with his wife and their twin sons.

Celeste Dinerman is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Joseph Schreck is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Mass Mutual and its affiliate since 2016. Outside of his advisory role, Schreck serves as president-elect of NAIFA-Georgia, advocating for legislative and regulatory issues affecting advisors and their clients. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements using firm-approved analytical tools, offering various specialized planning programs.

Adam Worthy is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Papa Johns and Alcon. Outside of his advisory role, Worthy is also associated with Meg Moore LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sustainability and tax-aware withdrawal strategies.

Baylis Gruber is a financial advisor at Morgan Stanley with over 51 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is president of a software company that designs and sells software programs and is an officer of a company that creates and sells children’s games. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and research.

Timothy Mixon is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a director for the Georgia National Guard Family Support Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning tools and a range of advisory programs.

Richard Gankofskie is a financial advisor with LPL Financial in Woodstock, GA, holding a Series 63 license and 31 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at Edward Jones, Truist Investment Services, Valic Financial Advisors, and MetLife Investment Fund Services. He also operates a separate business under the name Gankofskie Financial Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Golemo is a CFP®-certified financial advisor with Edward Jones in Marietta, GA, where he has worked for 13 years. He holds a Series 66 license and has experience exclusively with Edward Jones throughout his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.